Core Viewpoint - Minhua Holdings (01999) experienced a decline of over 5%, currently trading at 4.84 HKD with a transaction volume of 37.7751 million HKD following the release of its interim results for the period ending September 30 [1] Financial Performance - The company reported a revenue of approximately 8.045 billion HKD, representing a year-on-year decrease of about 3.1% [1] - Revenue from the mainland market fell by 6%, down to 4.74 billion HKD [1] - Net profit reached 1.1456 billion HKD, showing a year-on-year growth of 0.6% [1] Future Outlook - Cinda Securities indicated that the impact of tariff sharing is gradually materializing, which may affect apparent profitability, but the company is focused on cost reduction and efficiency improvement, suggesting overall stability [1] - Bank of America raised the target price for Minhua Holdings by 15% from 4.6 HKD to 5.3 HKD, maintaining a "neutral" investment rating due to the resilience of profit margins and a 6% dividend yield, which partially offsets uncertainties from tariff policies and domestic demand [1] - The bank revised its net profit forecast for the fiscal year 2026 down by 2% to reflect the tariff increase announced in October [1]
港股异动 | 敏华控股(01999)现跌超5% 关税影响下业绩韧性凸显 美银下调明年盈利预测